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GW Henssler & Associates’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History

GW Henssler & Associates’s Portfolio RSPT Stock Details RSPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-23,450
Closed -$213K – 181
2014
Q4 		$213K Buy
+23,450
New +$204K 0.02% 155

Other funds holding RSPT

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WSTAM
Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NEIRG
New England Investment & Retirement Group North Andover, Massachusetts $434M AUM 25.45% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

GW Henssler & Associates's RSPT Position: Q1 2015 in Review

GW Henssler & Associates sold out of Invesco S&P 500 Equal Weight Technology ETF (RSPT) in Q1 2015, closing a stake of 23,450 shares — an estimated $213K sold.

GW Henssler & Associates first reported a position in RSPT in Q4 2014 and held it in 1 quarter. The position peaked at $213K in Q4 2014. 79 funds tracked by Wall St. Rank hold RSPT as of Q1 2015.

  • GW Henssler & Associates reported no remaining Invesco S&P 500 Equal Weight Technology ETF position as of Q1 2015 after selling out during the quarter.
  • GW Henssler & Associates sold 23,450 Invesco S&P 500 Equal Weight Technology ETF shares in Q1 2015, an estimated $213K.
  • GW Henssler & Associates first reported a position in Invesco S&P 500 Equal Weight Technology ETF in Q4 2014 and held it in 1 quarter.
  • GW Henssler & Associates's Invesco S&P 500 Equal Weight Technology ETF position peaked at $213K in Q4 2014.
  • 79 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Technology ETF as of Q1 2015.

Based on GW Henssler & Associates's 13F filing for Q1 2015, filed 11 May 2015.